Beyond The Blueprint

Planning is indeed the operative word for clients served by The Mid-Continent Companies. Although each engagement is unique, our planning process welcomes your team of trusted advisors and incorporates several key, overarching milestones.

Introductory Meeting

Exploration of appropriate service offerings, geared toward personal and corporate financial status

Document Analysis

In-depth review of pertinent financial documents, detailed opportunity / obstacle analysis and follow-up

Plan Development

Detail of specific services, timetables, compensation structure and plan refinement

Implementation

Service delivery, periodic review and adjustment

Service Offerings

  • Investments & Securities
  • Tax Planning
  • Risk Management
  • Retirement Consulting
  • Executive Compensation Strategies
  • Corporate Finance
  • Mergers, Acquisitions, Divestitures
  • Investment-driven Real Estate
  • Development Estate Planning
  • Business Succession
  • Latent Business Planning

Securities offered through Mid-Continent Securities Advisors, Ltd. Member FINRA / SIPC